Connect Software has been a great addition to our organization. The customer support team is friendly and responsive. I couldn't ask for a better group to partner with.

Connect Software allows us to manage our current customers and prospects better. Project agreements can be generated easily from anywhere and have allowed us to get proposals to customers faster. Service Agreements start with entering the equipment inventory, which allows us to manage that piece of equipment all the way through its life inside an agreement. We also use the equipment inventory to upload photos to highlight equipment to a customer during the sales process. One of the best benefits in addition to faster proposal delivery is the quality of the documents created. Connect generates high-quality, professional documents for every stage of a Project or Service Agreement.

I wish they could take over my operations software next! I'm told it is in development.

The reviewing of the sales proposals have reduced my time since the pricing structure is basically untouchable by the sales people.

Overall the concept is the greatest, it has a vast amount of data spread throughout the entire package.

For our business, we offer other services that are not listed so to consolidate them all to one is a big undertaking. Small bugs that pop up from maybe not testing before pushing the update(s). It would be wonderful to know a head of time when the updates were happening.

Using it daily to keep track of leads / write proposals

The proposal writing aspect of this is making my job a little easier

Good program, just took some getting used to

This software has been a game changer in the HVAC market, the speed and easy of producing a proposal for repairs, project, and maintenance. Always having the customers information at your finger tips has been great for business. Also, being able to track sales leads, sales activity has increased sales and the probability of closing a sale. I know there is details I missed about the things Connect Software does, I would high recommend this product to anyone in the industry!

First thing I like most of all would be the speed at which I can produce a well laid out, details proposal and agreements. The next would be the easy of access to all the information that is store for each and every customer in the database. I can log on to the website any where at any time and look at a customers equipment list, repair quote, project proposals, etc.., and relay that information over.

That this software wasn't available soon! Honestly, the only issues I have with the software is during updates. Sometime following an update the system has one or two items that need to be fixed, but they are minor issues that are fixed promptly. We have never lost any information that was enter during an update.

Great customer support, easy to use, and is a software that continuously enhances it's features and benefits.

The depth of live data used to simplify and customize complex solutions for the customers. The program increases the productivity of the sale team by streamlining the sales process and producing professional materials for the customer engagements.

The 2021 upgraded version is much faster and easier to use, learning the new program updates (of any software) can be a challenge - but it was worth it!